ACH ACCENDRA HEALTH INC More: the full row for ACCENDRA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,564 shares; 2024Q4: 57,557 shares; 2025Q1: 101,133 shares; 2025Q2: 101,163 shares; 2025Q3: 228,376 shares 228,376 $1.2M 0.03% +127,213 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 4,313 shares; 2025Q1: 3,518 shares; 2025Q2: 6,177 shares; 2025Q3: 6,646 shares 6,646 $1.19M 0.03% +469 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,181 shares; 2024Q4: 74,108 shares; 2025Q1: 49,634 shares; 2025Q2: 23,919 shares; 2025Q3: 23,103 shares 23,103 $1.19M 0.03% -816 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: not reported; 2025Q1: 4,778 shares; 2025Q2: 7,535 shares; 2025Q3: 7,543 shares 7,543 $1.18M 0.03% +8 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,463 shares; 2024Q4: 10,443 shares; 2025Q1: 9,299 shares; 2025Q2: 9,180 shares; 2025Q3: 9,180 shares 9,180 $1.18M 0.03% 0 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,385 shares; 2024Q4: 24,173 shares; 2025Q1: 24,173 shares; 2025Q2: 25,267 shares; 2025Q3: 25,128 shares 25,128 $1.18M 0.03% -139 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,179 shares; 2025Q1: 3,545 shares; 2025Q2: 3,692 shares; 2025Q3: 3,847 shares 3,847 $1.17M 0.03% +155 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,585 shares; 2024Q4: 32,147 shares; 2025Q1: 30,519 shares; 2025Q2: 31,168 shares; 2025Q3: 31,352 shares 31,352 $1.17M 0.03% +184 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,268 shares; 2024Q4: 129,718 shares; 2025Q1: 127,718 shares; 2025Q2: 111,467 shares; 2025Q3: 111,031 shares 111,031 $1.17M 0.03% -436 BXC BLUELINX HLDGS INC More: the full row for BLUELINX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 8,691 shares; 2025Q1: 8,691 shares; 2025Q2: 8,691 shares; 2025Q3: 16,280 shares 16,280 $1.17M 0.03% +7,589 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,441 shares; 2025Q2: 19,897 shares; 2025Q3: 20,720 shares 20,720 $1.17M 0.03% +823 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,589 shares; 2025Q1: 18,036 shares; 2025Q2: 18,278 shares; 2025Q3: 45,703 shares 45,703 $1.16M 0.03% +27,425 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,287 shares; 2025Q1: 1,578 shares; 2025Q2: 3,631 shares; 2025Q3: 3,716 shares 3,716 $1.15M 0.03% +85 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,642 shares; 2024Q4: 27,950 shares; 2025Q1: 23,418 shares; 2025Q2: 22,564 shares; 2025Q3: 22,744 shares 22,744 $1.14M 0.03% +180 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,689 shares; 2024Q4: 18,776 shares; 2025Q1: 18,221 shares; 2025Q2: 17,095 shares; 2025Q3: 17,051 shares 17,051 $1.14M 0.03% -44 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,056 shares; 2024Q4: 21,951 shares; 2025Q1: 22,527 shares; 2025Q2: 23,597 shares; 2025Q3: 24,099 shares 24,099 $1.14M 0.03% +502 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,632 shares; 2024Q4: 23,632 shares; 2025Q1: 20,595 shares; 2025Q2: 17,395 shares; 2025Q3: 17,399 shares 17,399 $1.14M 0.03% +4 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,514 shares; 2024Q4: 13,548 shares; 2025Q1: 16,492 shares; 2025Q2: 10,407 shares; 2025Q3: 11,630 shares 11,630 $1.14M 0.03% +1,223 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,418 shares; 2025Q1: 2,606 shares; 2025Q2: 2,669 shares; 2025Q3: 2,714 shares 2,714 $1.13M 0.02% +45 Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,376 shares; 2025Q2: 104,367 shares; 2025Q3: 147,920 shares 147,920 $1.13M 0.02% +43,553 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,560 shares; 2024Q4: 8,522 shares; 2025Q1: 8,395 shares; 2025Q2: 8,514 shares; 2025Q3: 8,257 shares 8,257 $1.13M 0.02% -257 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,258 shares; 2024Q4: 36,035 shares; 2025Q1: 37,173 shares; 2025Q2: 41,653 shares; 2025Q3: 41,003 shares 41,003 $1.13M 0.02% -650 GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,660 shares; 2025Q1: 8,095 shares; 2025Q2: 7,643 shares; 2025Q3: 8,464 shares 8,464 $1.13M 0.02% +821 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,604 shares; 2024Q4: 9,700 shares; 2025Q1: 10,254 shares; 2025Q2: 10,888 shares; 2025Q3: 10,864 shares 10,864 $1.12M 0.02% -24 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,989 shares; 2025Q3: 24,867 shares 24,867 $1.12M 0.02% +16,878 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,506 shares; 2024Q4: 85,588 shares; 2025Q1: 105,562 shares; 2025Q2: 104,152 shares; 2025Q3: 99,465 shares 99,465 $1.12M 0.02% -4,687 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,202 shares; 2024Q4: 51,910 shares; 2025Q1: 51,967 shares; 2025Q2: 51,993 shares; 2025Q3: 68,704 shares 68,704 $1.11M 0.02% +16,711 Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,492 shares; 2025Q2: 62,535 shares; 2025Q3: 62,593 shares 62,593 $1.11M 0.02% +58 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,444 shares; 2025Q3: 12,069 shares 12,069 $1.11M 0.02% +625 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,539 shares 22,539 $1.11M 0.02% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,452 shares; 2024Q4: 39,816 shares; 2025Q1: 33,983 shares; 2025Q2: 34,009 shares; 2025Q3: 34,938 shares 34,938 $1.11M 0.02% +929 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,970 shares; 2024Q4: 12,457 shares; 2025Q1: 3,818 shares; 2025Q2: 3,948 shares; 2025Q3: 6,421 shares 6,421 $1.1M 0.02% +2,473 Timeline HOUS ANYWHERE REAL ESTATE INC More: the full row for ANYWHERE REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,050 shares 109,050 $1.1M 0.02% new Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,414 shares; 2024Q4: 26,414 shares; 2025Q1: 25,070 shares; 2025Q2: 24,870 shares; 2025Q3: 24,870 shares 24,870 $1.1M 0.02% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,250 shares; 2024Q4: 26,289 shares; 2025Q1: 26,325 shares; 2025Q2: 25,077 shares; 2025Q3: 24,586 shares 24,586 $1.1M 0.02% -491 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,005 shares; 2024Q4: not reported; 2025Q1: 23,766 shares; 2025Q2: 28,495 shares; 2025Q3: 31,450 shares 31,450 $1.1M 0.02% +2,955 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 16,221 shares; 2025Q1: 15,541 shares; 2025Q2: 12,189 shares; 2025Q3: 11,349 shares 11,349 $1.1M 0.02% -840 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,497 shares; 2024Q4: 5,315 shares; 2025Q1: 5,998 shares; 2025Q2: 8,819 shares; 2025Q3: 9,127 shares 9,127 $1.1M 0.02% +308 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,618 shares 45,618 $1.1M 0.02% new Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,104 shares 37,104 $1.1M 0.02% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,764 shares; 2025Q3: 13,163 shares 13,163 $1.09M 0.02% +9,399 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,518 shares; 2025Q1: 3,679 shares; 2025Q2: 4,154 shares; 2025Q3: 4,249 shares 4,249 $1.08M 0.02% +95 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,768 shares; 2024Q4: 17,720 shares; 2025Q1: 16,457 shares; 2025Q2: 19,809 shares; 2025Q3: 21,259 shares 21,259 $1.08M 0.02% +1,450 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,477 shares; 2024Q4: 24,477 shares; 2025Q1: 40,337 shares; 2025Q2: 41,937 shares; 2025Q3: 32,787 shares 32,787 $1.07M 0.02% -9,150 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,924 shares; 2025Q3: 8,596 shares 8,596 $1.07M 0.02% +4,672 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,643 shares; 2024Q4: 21,613 shares; 2025Q1: 23,009 shares; 2025Q2: 21,656 shares; 2025Q3: 21,666 shares 21,666 $1.07M 0.02% +10 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,911 shares; 2024Q4: 23,729 shares; 2025Q1: 31,293 shares; 2025Q2: 31,293 shares; 2025Q3: 31,339 shares 31,339 $1.07M 0.02% +46 Timeline RYZ RYERSON HLDG CORP More: the full row for RYERSON HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,725 shares; 2024Q4: 44,865 shares; 2025Q1: 44,869 shares; 2025Q2: 44,865 shares; 2025Q3: 44,865 shares 44,865 $1.06M 0.02% 0 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,230 shares; 2024Q4: 139,585 shares; 2025Q1: 127,020 shares; 2025Q2: 120,485 shares; 2025Q3: 120,735 shares 120,735 $1.06M 0.02% +250 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,433 shares; 2025Q1: 1,442 shares; 2025Q2: 2,268 shares; 2025Q3: 2,897 shares 2,897 $1.06M 0.02% +629 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,383 shares; 2024Q4: 11,162 shares; 2025Q1: 9,844 shares; 2025Q2: 9,420 shares; 2025Q3: 9,265 shares 9,265 $1.05M 0.02% -155 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,876 shares; 2024Q4: 36,247 shares; 2025Q1: 35,477 shares; 2025Q2: 34,855 shares; 2025Q3: 35,157 shares 35,157 $1.05M 0.02% +302 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,188 shares; 2024Q4: 53,781 shares; 2025Q1: 56,268 shares; 2025Q2: 55,120 shares; 2025Q3: 49,144 shares 49,144 $1.05M 0.02% -5,976 Timeline ZUMZ ZUMIEZ INC More: the full row for ZUMIEZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,018 shares; 2024Q4: 32,018 shares; 2025Q1: 32,018 shares; 2025Q2: 33,410 shares; 2025Q3: 47,304 shares 47,304 $1.04M 0.02% +13,894 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,125 shares; 2024Q4: 178,125 shares; 2025Q1: 156,981 shares; 2025Q2: 162,822 shares; 2025Q3: 164,822 shares 164,822 $1.04M 0.02% +2,000 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 10,908 shares; 2025Q1: 10,455 shares; 2025Q2: 13,167 shares; 2025Q3: 12,500 shares 12,500 $1.04M 0.02% -667 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 10,938 shares; 2025Q1: 11,359 shares; 2025Q2: 11,396 shares; 2025Q3: 11,014 shares 11,014 $1.04M 0.02% -382 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,902 shares; 2025Q1: 4,297 shares; 2025Q2: 4,478 shares; 2025Q3: 3,658 shares 3,658 $1.04M 0.02% -820 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 5,094 shares; 2025Q1: 5,104 shares; 2025Q2: 5,206 shares; 2025Q3: 5,480 shares 5,480 $1.04M 0.02% +274 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,476 shares; 2024Q4: 10,250 shares; 2025Q1: 9,634 shares; 2025Q2: 20,713 shares; 2025Q3: 20,504 shares 20,504 $1.03M 0.02% -209 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,444 shares; 2024Q4: 74,167 shares; 2025Q1: 86,480 shares; 2025Q2: 72,984 shares; 2025Q3: 72,327 shares 72,327 $1.03M 0.02% -657 Timeline RFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,594 shares 23,594 $1.03M 0.02% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 6,247 shares; 2025Q1: 13,345 shares; 2025Q2: 13,959 shares; 2025Q3: 13,618 shares 13,618 $1.02M 0.02% -341 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,992 shares; 2024Q4: 20,167 shares; 2025Q1: 20,021 shares; 2025Q2: 19,973 shares; 2025Q3: 20,644 shares 20,644 $1.01M 0.02% +671 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 3,667 shares; 2025Q1: 3,025 shares; 2025Q2: 3,135 shares; 2025Q3: 2,916 shares 2,916 $1.01M 0.02% -219 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 641 shares; 2025Q2: 754 shares; 2025Q3: 2,959 shares 2,959 $1.01M 0.02% +2,205 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,518 shares; 2025Q1: 4,390 shares; 2025Q2: 3,494 shares; 2025Q3: 3,437 shares 3,437 $1.01M 0.02% -57 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,951 shares; 2025Q2: 29,778 shares; 2025Q3: 33,104 shares 33,104 $1.01M 0.02% +3,326 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: not reported; 2025Q1: 10,788 shares; 2025Q2: 10,419 shares; 2025Q3: 10,424 shares 10,424 $1.01M 0.02% +5 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,109 shares; 2024Q4: 13,389 shares; 2025Q1: 13,359 shares; 2025Q2: 13,487 shares; 2025Q3: 14,761 shares 14,761 $1.01M 0.02% +1,274 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,654 shares; 2025Q1: 3,546 shares; 2025Q2: 4,124 shares; 2025Q3: 4,084 shares 4,084 $1.01M 0.02% -40 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,538 shares; 2024Q4: 9,636 shares; 2025Q1: 9,641 shares; 2025Q2: 8,966 shares; 2025Q3: 8,723 shares 8,723 $1M 0.02% -243 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,831 shares; 2024Q4: 22,834 shares; 2025Q1: 22,710 shares; 2025Q2: 22,707 shares; 2025Q3: 20,450 shares 20,450 $1M 0.02% -2,257 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,582 shares 7,582 $985K 0.02% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 7,022 shares; 2025Q1: 8,459 shares; 2025Q2: 10,750 shares; 2025Q3: 10,003 shares 10,003 $983K 0.02% -747 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,187 shares; 2024Q4: 25,612 shares; 2025Q1: 23,740 shares; 2025Q2: 21,272 shares; 2025Q3: 21,436 shares 21,436 $979K 0.02% +164 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,501 shares; 2024Q4: 13,935 shares; 2025Q1: 14,655 shares; 2025Q2: 16,833 shares; 2025Q3: 16,250 shares 16,250 $978K 0.02% -583 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,422 shares 19,422 $977K 0.02% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,300 shares; 2025Q1: 9,089 shares; 2025Q2: 7,730 shares; 2025Q3: 6,309 shares 6,309 $975K 0.02% -1,421 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,550 shares; 2025Q1: 19,350 shares; 2025Q2: 18,635 shares; 2025Q3: 9,646 shares 9,646 $973K 0.02% -8,989 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 5,793 shares; 2025Q1: 4,931 shares; 2025Q2: 4,031 shares; 2025Q3: 4,020 shares 4,020 $969K 0.02% -11 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,754 shares; 2024Q4: 11,751 shares; 2025Q1: 9,095 shares; 2025Q2: 9,437 shares; 2025Q3: 10,060 shares 10,060 $966K 0.02% +623 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 5,583 shares; 2025Q1: 7,179 shares; 2025Q2: 7,701 shares; 2025Q3: 6,497 shares 6,497 $958K 0.02% -1,204 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,666 shares; 2025Q1: 6,464 shares; 2025Q2: 6,577 shares; 2025Q3: 7,430 shares 7,430 $954K 0.02% +853 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,101 shares; 2024Q4: 25,101 shares; 2025Q1: 24,701 shares; 2025Q2: 24,601 shares; 2025Q3: 24,201 shares 24,201 $953K 0.02% -400 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,135 shares; 2024Q4: 14,551 shares; 2025Q1: 13,511 shares; 2025Q2: 15,115 shares; 2025Q3: 11,742 shares 11,742 $952K 0.02% -3,373 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 10,216 shares; 2025Q1: 8,991 shares; 2025Q2: 9,019 shares; 2025Q3: 8,979 shares 8,979 $952K 0.02% -40 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,579 shares; 2025Q1: 9,535 shares; 2025Q2: 9,516 shares; 2025Q3: 9,414 shares 9,414 $949K 0.02% -102 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,399 shares; 2024Q4: 30,382 shares; 2025Q1: 30,307 shares; 2025Q2: 30,307 shares; 2025Q3: 36,793 shares 36,793 $948K 0.02% +6,486 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,347 shares; 2025Q3: 33,401 shares 33,401 $947K 0.02% +2,054 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,241 shares; 2024Q4: 31,578 shares; 2025Q1: 31,463 shares; 2025Q2: 31,137 shares; 2025Q3: 31,639 shares 31,639 $946K 0.02% +502 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,206 shares; 2024Q4: 18,595 shares; 2025Q1: 17,456 shares; 2025Q2: 17,486 shares; 2025Q3: 20,181 shares 20,181 $945K 0.02% +2,695 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,673 shares; 2024Q4: 11,116 shares; 2025Q1: 11,053 shares; 2025Q2: 10,837 shares; 2025Q3: 16,398 shares 16,398 $933K 0.02% +5,561 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,660 shares; 2024Q4: 15,660 shares; 2025Q1: 22,241 shares; 2025Q2: 22,241 shares; 2025Q3: 22,241 shares 22,241 $931K 0.02% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 10,301 shares; 2025Q1: 10,982 shares; 2025Q2: 10,991 shares; 2025Q3: 10,872 shares 10,872 $929K 0.02% -119 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,414 shares 4,414 $923K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,313 shares; 2025Q1: 3,983 shares; 2025Q2: 4,018 shares; 2025Q3: 4,179 shares 4,179 $922K 0.02% +161 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,712 shares; 2025Q2: 5,397 shares; 2025Q3: 5,537 shares 5,537 $917K 0.02% +140 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,864 shares; 2024Q4: 13,700 shares; 2025Q1: 10,363 shares; 2025Q2: 10,346 shares; 2025Q3: 10,358 shares 10,358 $916K 0.02% +12 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,309 shares; 2024Q4: 18,316 shares; 2025Q1: 19,609 shares; 2025Q2: 21,654 shares; 2025Q3: 20,492 shares 20,492 $915K 0.02% -1,162 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,117 shares; 2025Q2: 40,540 shares; 2025Q3: 37,239 shares 37,239 $907K 0.02% -3,301 Timeline FFND NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,470 shares; 2025Q2: 28,637 shares; 2025Q3: 30,193 shares 30,193 $905K 0.02% +1,556 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,382 shares; 2025Q3: 12,338 shares 12,338 $903K 0.02% -44 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 3,691 shares; 2025Q1: 5,470 shares; 2025Q2: 6,622 shares; 2025Q3: 6,164 shares 6,164 $902K 0.02% -458 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,597 shares 20,597 $900K 0.02% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,222 shares; 2024Q4: 17,566 shares; 2025Q1: 21,142 shares; 2025Q2: 21,744 shares; 2025Q3: 21,530 shares 21,530 $900K 0.02% -214 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,770 shares 6,770 $899K 0.02% new Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,161 shares; 2025Q2: 21,161 shares; 2025Q3: 21,161 shares 21,161 $897K 0.02% 0 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,764 shares; 2024Q4: 24,244 shares; 2025Q1: 15,147 shares; 2025Q2: 16,666 shares; 2025Q3: 18,986 shares 18,986 $896K 0.02% +2,320 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,208 shares; 2024Q4: 27,686 shares; 2025Q1: 21,499 shares; 2025Q2: 21,829 shares; 2025Q3: 20,797 shares 20,797 $896K 0.02% -1,032 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,752 shares; 2024Q4: 68,391 shares; 2025Q1: 106,106 shares; 2025Q2: 99,066 shares; 2025Q3: 96,786 shares 96,786 $894K 0.02% -2,280 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,574 shares; 2024Q4: 23,274 shares; 2025Q1: 21,374 shares; 2025Q2: 21,374 shares; 2025Q3: 21,324 shares 21,324 $890K 0.02% -50 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,218 shares; 2024Q4: 5,706 shares; 2025Q1: 5,671 shares; 2025Q2: 5,677 shares; 2025Q3: 5,591 shares 5,591 $890K 0.02% -86 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,967 shares; 2024Q4: 12,345 shares; 2025Q1: 10,869 shares; 2025Q2: 12,172 shares; 2025Q3: 17,474 shares 17,474 $889K 0.02% +5,302 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,826 shares; 2024Q4: 26,287 shares; 2025Q1: 26,343 shares; 2025Q2: 27,828 shares; 2025Q3: 27,899 shares 27,899 $889K 0.02% +71 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,939 shares; 2024Q4: 29,163 shares; 2025Q1: 29,867 shares; 2025Q2: 31,736 shares; 2025Q3: 34,043 shares 34,043 $887K 0.02% +2,307 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 356 shares; 2025Q1: 424 shares; 2025Q2: 8,864 shares; 2025Q3: 8,992 shares 8,992 $884K 0.02% +128 Timeline BITU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,173 shares; 2024Q4: not reported; 2025Q1: 16,133 shares; 2025Q2: 17,592 shares; 2025Q3: 18,292 shares 18,292 $883K 0.02% +700 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,921 shares 42,921 $883K 0.02% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,736 shares; 2025Q1: 1,644 shares; 2025Q2: 2,140 shares; 2025Q3: 3,145 shares 3,145 $881K 0.02% +1,005 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 6,414 shares; 2025Q1: 8,202 shares; 2025Q2: 6,573 shares; 2025Q3: 24,775 shares 24,775 $880K 0.02% +18,202 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 5,595 shares; 2025Q1: 5,634 shares; 2025Q2: 5,978 shares; 2025Q3: 8,709 shares 8,709 $878K 0.02% +2,731 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,583 shares; 2024Q4: 9,154 shares; 2025Q1: 8,382 shares; 2025Q2: 8,390 shares; 2025Q3: 18,583 shares 18,583 $872K 0.02% +10,193 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,700 shares; 2024Q4: 32,051 shares; 2025Q1: 32,907 shares; 2025Q2: 32,658 shares; 2025Q3: 31,678 shares 31,678 $871K 0.02% -980 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 10,283 shares; 2025Q1: 11,159 shares; 2025Q2: 10,915 shares; 2025Q3: 11,701 shares 11,701 $869K 0.02% +786 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,377 shares; 2025Q2: 113,453 shares; 2025Q3: 113,377 shares 113,377 $868K 0.02% -76 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,372 shares; 2024Q4: 24,147 shares; 2025Q1: 26,784 shares; 2025Q2: 27,707 shares; 2025Q3: 27,715 shares 27,715 $867K 0.02% +8 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,442 shares; 2024Q4: 24,465 shares; 2025Q1: 24,106 shares; 2025Q2: 47,963 shares; 2025Q3: 22,975 shares 22,975 $864K 0.02% -24,988 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,977 shares; 2024Q4: 15,730 shares; 2025Q1: 14,139 shares; 2025Q2: 15,085 shares; 2025Q3: 13,884 shares 13,884 $863K 0.02% -1,201 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,607 shares 5,607 $860K 0.02% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,475 shares; 2024Q4: 9,417 shares; 2025Q1: 8,516 shares; 2025Q2: 7,916 shares; 2025Q3: 7,603 shares 7,603 $859K 0.02% -313 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,319 shares; 2024Q4: 11,544 shares; 2025Q1: 9,031 shares; 2025Q2: 9,154 shares; 2025Q3: 6,841 shares 6,841 $858K 0.02% -2,313 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 10,381 shares; 2025Q1: 10,314 shares; 2025Q2: 10,490 shares; 2025Q3: 10,532 shares 10,532 $856K 0.02% +42 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 6,541 shares; 2025Q1: 7,063 shares; 2025Q2: 9,090 shares; 2025Q3: 9,288 shares 9,288 $856K 0.02% +198 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,045 shares; 2024Q4: 22,740 shares; 2025Q1: 22,830 shares; 2025Q2: 21,238 shares; 2025Q3: 21,209 shares 21,209 $854K 0.02% -29 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,530 shares; 2024Q4: 66,369 shares; 2025Q1: 71,313 shares; 2025Q2: 74,881 shares; 2025Q3: 81,011 shares 81,011 $853K 0.02% +6,130 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,288 shares 25,288 $853K 0.02% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,069 shares 6,069 $849K 0.02% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,310 shares; 2024Q4: 17,207 shares; 2025Q1: 17,924 shares; 2025Q2: 17,912 shares; 2025Q3: 17,657 shares 17,657 $849K 0.02% -255 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,846 shares; 2024Q4: 24,252 shares; 2025Q1: 21,029 shares; 2025Q2: 25,613 shares; 2025Q3: 24,036 shares 24,036 $847K 0.02% -1,577 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,884 shares; 2025Q2: 24,799 shares; 2025Q3: 22,642 shares 22,642 $846K 0.02% -2,157 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,578 shares 31,578 $845K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 9,105 shares; 2025Q1: 9,362 shares; 2025Q2: 9,798 shares; 2025Q3: 6,985 shares 6,985 $845K 0.02% -2,813 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 5,380 shares; 2025Q1: 5,380 shares; 2025Q2: 5,431 shares; 2025Q3: 4,915 shares 4,915 $844K 0.02% -516 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,856 shares; 2025Q1: 5,165 shares; 2025Q2: 4,862 shares; 2025Q3: 5,676 shares 5,676 $842K 0.02% +814 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,516 shares; 2024Q4: 14,046 shares; 2025Q1: 15,448 shares; 2025Q2: 19,060 shares; 2025Q3: 18,881 shares 18,881 $841K 0.02% -179 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,171 shares; 2025Q1: 3,485 shares; 2025Q2: 3,226 shares; 2025Q3: 2,731 shares 2,731 $837K 0.02% -495 Timeline RYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,200 shares; 2025Q2: 27,800 shares; 2025Q3: 36,400 shares 36,400 $835K 0.02% +8,600 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,968 shares; 2025Q3: 115,659 shares 115,659 $834K 0.02% +41,691 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 3,092 shares; 2025Q1: 3,569 shares; 2025Q2: 3,687 shares; 2025Q3: 4,425 shares 4,425 $832K 0.02% +738 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,902 shares 16,902 $823K 0.02% new Timeline WNC WABASH NATL CORP More: the full row for WABASH NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,483 shares; 2025Q2: 91,823 shares; 2025Q3: 91,823 shares 91,823 $818K 0.02% 0 Timeline CLW CLEARWATER PAPER CORP More: the full row for CLEARWATER PAPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,567 shares; 2025Q2: 30,585 shares; 2025Q3: 40,974 shares 40,974 $818K 0.02% +10,389 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,249 shares; 2024Q4: 12,249 shares; 2025Q1: 12,249 shares; 2025Q2: 12,249 shares; 2025Q3: 21,109 shares 21,109 $817K 0.02% +8,860 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,155 shares; 2025Q1: 2,367 shares; 2025Q2: 2,197 shares; 2025Q3: 2,279 shares 2,279 $814K 0.02% +82 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,570 shares; 2025Q3: 64,800 shares 64,800 $805K 0.02% +50,230 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,302 shares; 2024Q4: 33,523 shares; 2025Q1: 12,761 shares; 2025Q2: 12,951 shares; 2025Q3: 13,260 shares 13,260 $801K 0.02% +309 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,780 shares; 2024Q4: 8,883 shares; 2025Q1: 10,352 shares; 2025Q2: 11,067 shares; 2025Q3: 11,438 shares 11,438 $798K 0.02% +371 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,393 shares; 2024Q4: 7,078 shares; 2025Q1: 6,938 shares; 2025Q2: 5,828 shares; 2025Q3: 4,863 shares 4,863 $797K 0.02% -965 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,607 shares; 2024Q4: 16,654 shares; 2025Q1: 14,649 shares; 2025Q2: 14,421 shares; 2025Q3: 17,951 shares 17,951 $796K 0.02% +3,530 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,367 shares; 2024Q4: 8,420 shares; 2025Q1: 7,864 shares; 2025Q2: 8,265 shares; 2025Q3: 10,139 shares 10,139 $795K 0.02% +1,874 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 4,206 shares; 2025Q1: 4,263 shares; 2025Q2: 4,100 shares; 2025Q3: 4,141 shares 4,141 $788K 0.02% +41 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,374 shares; 2025Q2: 54,328 shares; 2025Q3: 18,960 shares 18,960 $788K 0.02% -35,368 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,550 shares; 2024Q4: 19,996 shares; 2025Q1: 18,252 shares; 2025Q2: 17,196 shares; 2025Q3: 16,473 shares 16,473 $786K 0.02% -723 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 3,928 shares; 2025Q1: 3,779 shares; 2025Q2: 3,878 shares; 2025Q3: 3,291 shares 3,291 $784K 0.02% -587 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,163 shares; 2025Q1: 2,025 shares; 2025Q2: 2,370 shares; 2025Q3: 2,258 shares 2,258 $782K 0.02% -112 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,911 shares; 2024Q4: 10,981 shares; 2025Q1: 15,661 shares; 2025Q2: 15,646 shares; 2025Q3: 15,386 shares 15,386 $775K 0.02% -260 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 7,976 shares; 2025Q1: 9,209 shares; 2025Q2: 8,991 shares; 2025Q3: 9,637 shares 9,637 $774K 0.02% +646 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,139 shares; 2024Q4: 29,043 shares; 2025Q1: 25,813 shares; 2025Q2: 23,359 shares; 2025Q3: 11,302 shares 11,302 $774K 0.02% -12,057 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,261 shares; 2024Q4: 13,838 shares; 2025Q1: 13,843 shares; 2025Q2: 16,605 shares; 2025Q3: 16,973 shares 16,973 $773K 0.02% +368 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,455 shares; 2024Q4: 6,992 shares; 2025Q1: 7,597 shares; 2025Q2: 8,173 shares; 2025Q3: 8,493 shares 8,493 $771K 0.02% +320 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,740 shares; 2025Q1: 5,383 shares; 2025Q2: 4,577 shares; 2025Q3: 4,889 shares 4,889 $770K 0.02% +312 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,363 shares; 2024Q4: 15,592 shares; 2025Q1: 15,835 shares; 2025Q2: 15,295 shares; 2025Q3: 13,258 shares 13,258 $768K 0.02% -2,037 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 3,957 shares; 2025Q1: 4,061 shares; 2025Q2: 3,974 shares; 2025Q3: 4,055 shares 4,055 $767K 0.02% +81 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,115 shares; 2025Q1: 2,746 shares; 2025Q2: 2,479 shares; 2025Q3: 2,843 shares 2,843 $764K 0.02% +364 Timeline HOV HOVNANIAN ENTERPRISES INC More: the full row for HOVNANIAN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,735 shares; 2025Q3: 5,758 shares 5,758 $763K 0.02% +2,023 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,471 shares; 2024Q4: 60,251 shares; 2025Q1: 61,138 shares; 2025Q2: 62,950 shares; 2025Q3: 64,365 shares 64,365 $761K 0.02% +1,415 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,426 shares 26,426 $761K 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 3,963 shares; 2025Q1: 4,068 shares; 2025Q2: 4,576 shares; 2025Q3: 4,159 shares 4,159 $754K 0.02% -417 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,146 shares; 2024Q4: 4,062 shares; 2025Q1: 4,550 shares; 2025Q2: 4,418 shares; 2025Q3: 4,139 shares 4,139 $750K 0.02% -279 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,419 shares 18,419 $749K 0.02% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 7,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,276 shares 20,276 $749K 0.02% new Timeline CUSHMAN & WAKEFIELD UK HOLDC CUSHMAN & WAKEFIELD UK HOLDC More: the full row for CUSHMAN & WAKEFIELD UK HOLDC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,318 shares; 2025Q3: 44,324 shares 44,324 $745K 0.02% +6 BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 7,178 shares; 2025Q1: 4,687 shares; 2025Q2: 4,376 shares; 2025Q3: 7,263 shares 7,263 $744K 0.02% +2,887 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,211 shares 22,211 $742K 0.02% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,318 shares; 2025Q3: 14,085 shares 14,085 $729K 0.02% +6,767 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,874 shares; 2024Q4: 12,529 shares; 2025Q1: 17,372 shares; 2025Q2: 16,624 shares; 2025Q3: 16,225 shares 16,225 $727K 0.02% -399 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,149 shares; 2024Q4: 21,209 shares; 2025Q1: 24,730 shares; 2025Q2: 18,606 shares; 2025Q3: 24,679 shares 24,679 $727K 0.02% +6,073 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 4,598 shares; 2025Q1: 4,557 shares; 2025Q2: 4,557 shares; 2025Q3: 4,509 shares 4,509 $726K 0.02% -48 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,411 shares; 2024Q4: 11,309 shares; 2025Q1: 14,180 shares; 2025Q2: 12,431 shares; 2025Q3: 10,479 shares 10,479 $725K 0.02% -1,952 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,195 shares; 2024Q4: 84,713 shares; 2025Q1: 85,678 shares; 2025Q2: 91,896 shares; 2025Q3: 88,977 shares 88,977 $723K 0.02% -2,919 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,047 shares; 2024Q4: 15,859 shares; 2025Q1: 13,304 shares; 2025Q2: 13,638 shares; 2025Q3: 17,502 shares 17,502 $722K 0.02% +3,864 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,225 shares; 2025Q1: 1,263 shares; 2025Q2: 1,213 shares; 2025Q3: 1,496 shares 1,496 $718K 0.02% +283 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,921 shares; 2025Q1: 5,173 shares; 2025Q2: 5,898 shares; 2025Q3: 7,659 shares 7,659 $717K 0.02% +1,761 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 9,121 shares; 2025Q1: 9,205 shares; 2025Q2: 9,236 shares; 2025Q3: 9,112 shares 9,112 $712K 0.02% -124 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 853 shares; 2025Q1: 775 shares; 2025Q2: 1,380 shares; 2025Q3: 1,484 shares 1,484 $711K 0.02% +104 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 7,429 shares; 2025Q1: 8,590 shares; 2025Q2: 10,515 shares; 2025Q3: 9,087 shares 9,087 $711K 0.02% -1,428 Timeline FFOX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,535 shares; 2025Q3: 25,485 shares 25,485 $710K 0.02% -1,050 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,716 shares; 2024Q4: 3,938 shares; 2025Q1: 2,979 shares; 2025Q2: 3,959 shares; 2025Q3: 3,777 shares 3,777 $704K 0.02% -182 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,906 shares; 2024Q4: 6,047 shares; 2025Q1: 9,221 shares; 2025Q2: 10,291 shares; 2025Q3: 11,250 shares 11,250 $704K 0.02% +959 IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,151 shares; 2025Q2: 5,850 shares; 2025Q3: 5,856 shares 5,856 $703K 0.02% +6 Timeline DAIC CID HOLDCO INC More: the full row for CID HOLDCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 269,624 shares 269,624 $701K 0.02% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,651 shares; 2024Q4: 26,442 shares; 2025Q1: 30,189 shares; 2025Q2: 30,343 shares; 2025Q3: 33,504 shares 33,504 $700K 0.02% +3,161 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 4,222 shares; 2025Q1: 4,215 shares; 2025Q2: 4,783 shares; 2025Q3: 4,465 shares 4,465 $699K 0.02% -318 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,815 shares; 2024Q4: 16,096 shares; 2025Q1: 15,873 shares; 2025Q2: 22,809 shares; 2025Q3: 27,507 shares 27,507 $699K 0.02% +4,698 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,177 shares; 2025Q1: 2,552 shares; 2025Q2: 2,907 shares; 2025Q3: 4,411 shares 4,411 $698K 0.02% +1,504 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,894 shares; 2024Q4: 74,015 shares; 2025Q1: 10,978 shares; 2025Q2: 10,371 shares; 2025Q3: 9,974 shares 9,974 $693K 0.02% -397 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 8,967 shares; 2025Q1: 8,323 shares; 2025Q2: 8,299 shares; 2025Q3: 8,374 shares 8,374 $692K 0.02% +75 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,741 shares; 2024Q4: 11,461 shares; 2025Q1: 10,925 shares; 2025Q2: 10,479 shares; 2025Q3: 11,330 shares 11,330 $691K 0.02% +851 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 3,333 shares; 2025Q1: 6,355 shares; 2025Q2: 6,591 shares; 2025Q3: 6,043 shares 6,043 $689K 0.02% -548 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,205 shares; 2025Q1: 1,286 shares; 2025Q2: 1,357 shares; 2025Q3: 1,273 shares 1,273 $683K 0.02% -84 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 876 shares; 2025Q1: 2,595 shares; 2025Q2: 2,741 shares; 2025Q3: 2,572 shares 2,572 $682K 0.02% -169 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,690 shares 6,690 $679K 0.01% new Timeline TJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,017 shares; 2025Q2: 25,017 shares; 2025Q3: 25,017 shares 25,017 $678K 0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,629 shares; 2024Q4: 37,814 shares; 2025Q1: 36,808 shares; 2025Q2: 35,531 shares; 2025Q3: 36,823 shares 36,823 $678K 0.01% +1,292 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117,235 shares 117,235 $671K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 11,785 shares; 2025Q1: 11,370 shares; 2025Q2: 12,611 shares; 2025Q3: 11,879 shares 11,879 $669K 0.01% -732 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: 1,490 shares; 2025Q1: 1,659 shares; 2025Q2: 1,622 shares; 2025Q3: 1,385 shares 1,385 $668K 0.01% -237 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,361 shares; 2024Q4: 9,675 shares; 2025Q1: 9,528 shares; 2025Q2: 9,558 shares; 2025Q3: 8,821 shares 8,821 $668K 0.01% -737 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,309 shares; 2024Q4: 34,871 shares; 2025Q1: 35,289 shares; 2025Q2: 36,627 shares; 2025Q3: 35,977 shares 35,977 $668K 0.01% -650 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 788 shares; 2025Q1: 780 shares; 2025Q2: 899 shares; 2025Q3: 802 shares 802 $667K 0.01% -97 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,646 shares; 2024Q4: 11,964 shares; 2025Q1: 29,865 shares; 2025Q2: 36,840 shares; 2025Q3: 38,416 shares 38,416 $666K 0.01% +1,576 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 955 shares; 2025Q1: 1,105 shares; 2025Q2: 1,149 shares; 2025Q3: 1,139 shares 1,139 $666K 0.01% -10 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,218 shares; 2024Q4: 14,244 shares; 2025Q1: 14,279 shares; 2025Q2: 14,405 shares; 2025Q3: 16,929 shares 16,929 $665K 0.01% +2,524 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,244 shares; 2025Q2: 10,731 shares; 2025Q3: 11,988 shares 11,988 $665K 0.01% +1,257 Timeline BSRR SIERRA BANCORP More: the full row for SIERRA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,951 shares; 2024Q4: 28,951 shares; 2025Q1: 25,951 shares; 2025Q2: 25,951 shares; 2025Q3: 24,951 shares 24,951 $663K 0.01% -1,000 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 4,544 shares; 2025Q1: 6,809 shares; 2025Q2: 6,126 shares; 2025Q3: 4,734 shares 4,734 $661K 0.01% -1,392 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,875 shares; 2024Q4: 47,859 shares; 2025Q1: 48,557 shares; 2025Q2: 48,777 shares; 2025Q3: 46,251 shares 46,251 $660K 0.01% -2,526 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,693 shares; 2025Q2: 8,491 shares; 2025Q3: 6,407 shares 6,407 $660K 0.01% -2,084 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,681 shares; 2024Q4: 25,402 shares; 2025Q1: 24,543 shares; 2025Q2: 24,375 shares; 2025Q3: 23,311 shares 23,311 $658K 0.01% -1,064 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,114 shares; 2024Q4: 10,450 shares; 2025Q1: 8,962 shares; 2025Q2: 16,190 shares; 2025Q3: 16,190 shares 16,190 $658K 0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,068 shares; 2025Q1: 2,889 shares; 2025Q2: 2,419 shares; 2025Q3: 2,396 shares 2,396 $656K 0.01% -23 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,301 shares; 2024Q4: 6,576 shares; 2025Q1: 6,436 shares; 2025Q2: 6,151 shares; 2025Q3: 5,982 shares 5,982 $653K 0.01% -169 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,171 shares; 2025Q2: 14,171 shares; 2025Q3: 14,171 shares 14,171 $653K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,300 shares; 2025Q1: 3,073 shares; 2025Q2: 3,052 shares; 2025Q3: 3,486 shares 3,486 $650K 0.01% +434 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,856 shares; 2024Q4: 10,834 shares; 2025Q1: 9,148 shares; 2025Q2: 8,681 shares; 2025Q3: 8,457 shares 8,457 $646K 0.01% -224 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,028 shares; 2024Q4: 31,963 shares; 2025Q1: 33,715 shares; 2025Q2: 33,562 shares; 2025Q3: 39,619 shares 39,619 $646K 0.01% +6,057 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,971 shares; 2024Q4: 9,357 shares; 2025Q1: 5,853 shares; 2025Q2: 7,215 shares; 2025Q3: 7,156 shares 7,156 $640K 0.01% -59 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 1,219 shares 1,219 $639K 0.01% +539 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 760 shares; 2025Q1: 479 shares; 2025Q2: 470 shares; 2025Q3: 663 shares 663 $639K 0.01% +193 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 1,894 shares; 2025Q1: 2,770 shares; 2025Q2: 1,520 shares; 2025Q3: 1,365 shares 1,365 $638K 0.01% -155 Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,514 shares; 2024Q4: 19,514 shares; 2025Q1: 19,079 shares; 2025Q2: 19,079 shares; 2025Q3: 19,079 shares 19,079 $636K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 659 shares; 2025Q1: 757 shares; 2025Q2: 761 shares; 2025Q3: 829 shares 829 $635K 0.01% +68 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 7,037 shares; 2025Q1: 6,876 shares; 2025Q2: 6,865 shares; 2025Q3: 6,726 shares 6,726 $631K 0.01% -139 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,394 shares; 2025Q1: 1,545 shares; 2025Q2: 2,191 shares; 2025Q3: 2,380 shares 2,380 $630K 0.01% +189 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,276 shares; 2025Q1: 27,505 shares; 2025Q2: 28,409 shares; 2025Q3: 23,911 shares 23,911 $630K 0.01% -4,498 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 3,829 shares; 2025Q1: 3,571 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares 3,561 $627K 0.01% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: 9,923 shares; 2025Q1: 9,923 shares; 2025Q2: 9,156 shares; 2025Q3: 11,996 shares 11,996 $625K 0.01% +2,840 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: 4,339 shares; 2025Q1: 5,002 shares; 2025Q2: 6,444 shares; 2025Q3: 6,726 shares 6,726 $625K 0.01% +282 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,775 shares; 2024Q4: 171,397 shares; 2025Q1: 192,683 shares; 2025Q2: 246,128 shares; 2025Q3: 30,608 shares 30,608 $623K 0.01% -215,520 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 7,326 shares; 2025Q1: 7,326 shares; 2025Q2: 7,200 shares; 2025Q3: 7,205 shares 7,205 $623K 0.01% +5 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 7,302 shares; 2025Q1: 7,394 shares; 2025Q2: 7,436 shares; 2025Q3: 7,447 shares 7,447 $622K 0.01% +11 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,824 shares; 2024Q4: 6,162 shares; 2025Q1: 5,984 shares; 2025Q2: 6,043 shares; 2025Q3: 6,102 shares 6,102 $621K 0.01% +59 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 4,829 shares; 2025Q1: 4,531 shares; 2025Q2: 4,533 shares; 2025Q3: 6,878 shares 6,878 $620K 0.01% +2,345 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,596 shares; 2024Q4: 34,517 shares; 2025Q1: 32,219 shares; 2025Q2: 30,733 shares; 2025Q3: 23,734 shares 23,734 $619K 0.01% -6,999 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 2,984 shares; 2025Q1: 6,390 shares; 2025Q2: 6,589 shares; 2025Q3: 8,008 shares 8,008 $619K 0.01% +1,419 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 9,934 shares; 2025Q1: 16,608 shares; 2025Q2: 7,663 shares; 2025Q3: 8,688 shares 8,688 $612K 0.01% +1,025 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,790 shares; 2025Q1: 1,960 shares; 2025Q2: 1,991 shares; 2025Q3: 2,158 shares 2,158 $610K 0.01% +167 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,877 shares; 2025Q1: 11,238 shares; 2025Q2: 15,926 shares; 2025Q3: 11,743 shares 11,743 $609K 0.01% -4,183 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,722 shares; 2024Q4: 23,816 shares; 2025Q1: 23,979 shares; 2025Q2: 24,362 shares; 2025Q3: 24,416 shares 24,416 $607K 0.01% +54 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,736 shares; 2024Q4: 3,757 shares; 2025Q1: 839 shares; 2025Q2: 843 shares; 2025Q3: 1,013 shares 1,013 $607K 0.01% +170 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,922 shares; 2024Q4: 3,801 shares; 2025Q1: 3,261 shares; 2025Q2: 3,432 shares; 2025Q3: 3,459 shares 3,459 $607K 0.01% +27 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,912 shares 4,912 $604K 0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 6,517 shares; 2025Q1: 6,540 shares; 2025Q2: 4,987 shares; 2025Q3: 4,668 shares 4,668 $603K 0.01% -319 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,469 shares; 2024Q4: not reported; 2025Q1: 5,137 shares; 2025Q2: 6,848 shares; 2025Q3: 7,015 shares 7,015 $602K 0.01% +167 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 5,332 shares; 2025Q1: 5,173 shares; 2025Q2: 5,821 shares; 2025Q3: 4,072 shares 4,072 $601K 0.01% -1,749 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 6,647 shares; 2025Q1: 6,647 shares; 2025Q2: 6,647 shares; 2025Q3: 15,431 shares 15,431 $599K 0.01% +8,784 Timeline XYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,400 shares; 2025Q2: 19,440 shares; 2025Q3: 20,590 shares 20,590 $598K 0.01% +1,150 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,393 shares; 2025Q3: 12,229 shares 12,229 $598K 0.01% -164 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,940 shares; 2025Q1: 2,415 shares; 2025Q2: 2,723 shares; 2025Q3: 2,567 shares 2,567 $596K 0.01% -156 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,652 shares; 2024Q4: 7,652 shares; 2025Q1: 7,178 shares; 2025Q2: 6,921 shares; 2025Q3: 14,932 shares 14,932 $595K 0.01% +8,011 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,884 shares 13,884 $595K 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,460 shares; 2024Q4: 20,495 shares; 2025Q1: 11,935 shares; 2025Q2: 7,830 shares; 2025Q3: 7,695 shares 7,695 $595K 0.01% -135 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,617 shares; 2024Q4: 32,141 shares; 2025Q1: 17,675 shares; 2025Q2: 17,661 shares; 2025Q3: 17,491 shares 17,491 $595K 0.01% -170 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,665 shares; 2024Q4: 10,865 shares; 2025Q1: 13,515 shares; 2025Q2: 14,245 shares; 2025Q3: 14,295 shares 14,295 $595K 0.01% +50 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 1,985 shares; 2025Q1: 2,149 shares; 2025Q2: 2,324 shares; 2025Q3: 2,304 shares 2,304 $593K 0.01% -20 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,369 shares 12,369 $593K 0.01% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 6,060 shares; 2025Q1: 6,160 shares; 2025Q2: 9,793 shares; 2025Q3: 15,161 shares 15,161 $591K 0.01% +5,368 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,227 shares; 2024Q4: 178,173 shares; 2025Q1: 214,095 shares; 2025Q2: 61,403 shares; 2025Q3: 30,788 shares 30,788 $589K 0.01% -30,615 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,998 shares; 2024Q4: 21,073 shares; 2025Q1: 20,970 shares; 2025Q2: 99,684 shares; 2025Q3: 23,568 shares 23,568 $589K 0.01% -76,116 Timeline EBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,708 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,769 shares 20,769 $588K 0.01% new Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,299 shares; 2024Q4: 8,299 shares; 2025Q1: 8,299 shares; 2025Q2: 8,299 shares; 2025Q3: 11,555 shares 11,555 $587K 0.01% +3,256 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,548 shares; 2025Q3: 30,497 shares 30,497 $586K 0.01% +11,949 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,191 shares; 2025Q2: 2,325 shares; 2025Q3: 2,300 shares 2,300 $586K 0.01% -25 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares 40,000 $585K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 909 shares; 2025Q1: 1,107 shares; 2025Q2: 925 shares; 2025Q3: 838 shares 838 $584K 0.01% -87 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 3,348 shares; 2025Q1: 3,271 shares; 2025Q2: 7,384 shares; 2025Q3: 7,398 shares 7,398 $583K 0.01% +14 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,840 shares; 2024Q4: 7,803 shares; 2025Q1: 10,763 shares; 2025Q2: 7,662 shares; 2025Q3: 8,326 shares 8,326 $582K 0.01% +664 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,463 shares; 2024Q4: 28,176 shares; 2025Q1: 26,336 shares; 2025Q2: 28,674 shares; 2025Q3: 28,381 shares 28,381 $582K 0.01% -293 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,343 shares; 2024Q4: 13,953 shares; 2025Q1: 12,451 shares; 2025Q2: 12,449 shares; 2025Q3: 12,449 shares 12,449 $581K 0.01% 0 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,779 shares 16,779 $580K 0.01% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 4,880 shares; 2025Q1: 6,176 shares; 2025Q2: 7,136 shares; 2025Q3: 7,136 shares 7,136 $579K 0.01% 0 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,096 shares; 2025Q2: 15,850 shares; 2025Q3: 16,880 shares 16,880 $578K 0.01% +1,030 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 7,740 shares; 2025Q1: 9,440 shares; 2025Q2: 10,291 shares; 2025Q3: 10,291 shares 10,291 $578K 0.01% 0 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,929 shares; 2025Q2: 6,004 shares; 2025Q3: 5,758 shares 5,758 $578K 0.01% -246 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,813 shares; 2024Q4: 31,912 shares; 2025Q1: 32,337 shares; 2025Q2: 46,539 shares; 2025Q3: 36,170 shares 36,170 $574K 0.01% -10,369 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,713 shares; 2025Q3: 4,713 shares 4,713 $574K 0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,950 shares; 2024Q4: 13,911 shares; 2025Q1: 15,451 shares; 2025Q2: 15,488 shares; 2025Q3: 13,977 shares 13,977 $573K 0.01% -1,511 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,156 shares; 2025Q2: 12,071 shares; 2025Q3: 12,739 shares 12,739 $572K 0.01% +668 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 12,555 shares; 2025Q1: 12,355 shares; 2025Q2: 12,163 shares; 2025Q3: 12,163 shares 12,163 $571K 0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,462 shares; 2024Q4: 10,191 shares; 2025Q1: 10,044 shares; 2025Q2: 9,999 shares; 2025Q3: 9,560 shares 9,560 $566K 0.01% -439 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,883 shares; 2024Q4: 9,629 shares; 2025Q1: 9,369 shares; 2025Q2: 8,000 shares; 2025Q3: 13,072 shares 13,072 $566K 0.01% +5,072 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 6,381 shares; 2025Q1: 6,115 shares; 2025Q2: 5,819 shares; 2025Q3: 7,375 shares 7,375 $566K 0.01% +1,556 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,247 shares; 2025Q1: 2,918 shares; 2025Q2: 2,940 shares; 2025Q3: 2,953 shares 2,953 $565K 0.01% +13 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 6,316 shares; 2025Q1: 7,670 shares; 2025Q2: 8,328 shares; 2025Q3: 7,977 shares 7,977 $563K 0.01% -351 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,172 shares; 2025Q2: 5,880 shares; 2025Q3: 5,835 shares 5,835 $562K 0.01% -45 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,420 shares; 2025Q3: 18,979 shares 18,979 $562K 0.01% -48,441 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,971 shares; 2024Q4: 43,977 shares; 2025Q1: 47,486 shares; 2025Q2: 47,496 shares; 2025Q3: 47,505 shares 47,505 $557K 0.01% +9 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 4,529 shares; 2025Q3: 4,227 shares 4,227 $557K 0.01% -302 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 2,957 shares; 2025Q1: 3,381 shares; 2025Q2: 3,416 shares; 2025Q3: 3,553 shares 3,553 $553K 0.01% +137 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,135 shares; 2024Q4: 17,265 shares; 2025Q1: 17,345 shares; 2025Q2: 14,995 shares; 2025Q3: 19,745 shares 19,745 $549K 0.01% +4,750 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,109 shares; 2025Q1: 21,313 shares; 2025Q2: 25,872 shares; 2025Q3: 29,969 shares 29,969 $547K 0.01% +4,097 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 4,092 shares; 2025Q1: 3,892 shares; 2025Q2: 3,892 shares; 2025Q3: 3,892 shares 3,892 $545K 0.01% 0 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,693 shares; 2024Q4: 32,429 shares; 2025Q1: 32,059 shares; 2025Q2: 59,953 shares; 2025Q3: 57,315 shares 57,315 $543K 0.01% -2,638 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,277 shares 12,277 $541K 0.01% new Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,810 shares; 2025Q2: 10,822 shares; 2025Q3: 10,836 shares 10,836 $541K 0.01% +14 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,689 shares; 2025Q1: 3,126 shares; 2025Q2: 2,817 shares; 2025Q3: 2,459 shares 2,459 $541K 0.01% -358 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,196 shares; 2025Q3: 10,815 shares 10,815 $540K 0.01% -381 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,520 shares; 2025Q2: 4,520 shares; 2025Q3: 6,496 shares 6,496 $540K 0.01% +1,976 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,169 shares 8,169 $539K 0.01% new Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,192 shares; 2024Q4: 7,192 shares; 2025Q1: 8,444 shares; 2025Q2: 8,444 shares; 2025Q3: 11,116 shares 11,116 $537K 0.01% +2,672 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,655 shares; 2024Q4: 14,686 shares; 2025Q1: 13,728 shares; 2025Q2: 11,206 shares; 2025Q3: 10,003 shares 10,003 $536K 0.01% -1,203 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 2,054 shares; 2025Q1: 1,101 shares; 2025Q2: 1,876 shares; 2025Q3: 1,991 shares 1,991 $536K 0.01% +115 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,234 shares; 2025Q1: 1,124 shares; 2025Q2: 1,130 shares; 2025Q3: 1,268 shares 1,268 $535K 0.01% +138 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,422 shares; 2024Q4: 21,832 shares; 2025Q1: 21,876 shares; 2025Q2: 20,843 shares; 2025Q3: 20,888 shares 20,888 $534K 0.01% +45 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,715 shares; 2025Q1: 1,469 shares; 2025Q2: 1,493 shares; 2025Q3: 1,677 shares 1,677 $531K 0.01% +184 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,238 shares; 2024Q4: 7,238 shares; 2025Q1: 7,238 shares; 2025Q2: 7,249 shares; 2025Q3: 11,001 shares 11,001 $531K 0.01% +3,752 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,852 shares 13,852 $530K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 968 shares; 2025Q1: 1,069 shares; 2025Q2: 1,133 shares; 2025Q3: 1,157 shares 1,157 $528K 0.01% +24 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 2,784 shares; 2025Q1: 2,423 shares; 2025Q2: 2,754 shares; 2025Q3: 2,944 shares 2,944 $526K 0.01% +190 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 813 shares; 2025Q1: 916 shares; 2025Q2: 1,019 shares; 2025Q3: 1,830 shares 1,830 $525K 0.01% +811 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,178 shares; 2025Q2: 2,116 shares; 2025Q3: 2,384 shares 2,384 $525K 0.01% +268 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,952 shares; 2024Q4: 8,377 shares; 2025Q1: 3,361 shares; 2025Q2: 4,612 shares; 2025Q3: 4,996 shares 4,996 $525K 0.01% +384 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,827 shares; 2024Q4: 8,889 shares; 2025Q1: 8,903 shares; 2025Q2: 3,874 shares; 2025Q3: 3,968 shares 3,968 $522K 0.01% +94 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 4,297 shares; 2025Q1: 4,694 shares; 2025Q2: 4,348 shares; 2025Q3: 5,214 shares 5,214 $520K 0.01% +866 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,517 shares; 2025Q1: 4,190 shares; 2025Q2: 4,091 shares; 2025Q3: 5,855 shares 5,855 $520K 0.01% +1,764 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,632 shares; 2025Q1: 4,097 shares; 2025Q2: 4,239 shares; 2025Q3: 9,503 shares 9,503 $514K 0.01% +5,264 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 852 shares; 2025Q1: 1,323 shares; 2025Q2: 1,350 shares; 2025Q3: 1,804 shares 1,804 $514K 0.01% +454 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,188 shares; 2024Q4: 16,188 shares; 2025Q1: 16,188 shares; 2025Q2: 16,531 shares; 2025Q3: 16,410 shares 16,410 $513K 0.01% -121 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,557 shares; 2025Q1: not reported; 2025Q2: 3,977 shares; 2025Q3: 6,187 shares 6,187 $513K 0.01% +2,210 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,155 shares; 2025Q3: 11,321 shares 11,321 $512K 0.01% +3,166 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,954 shares; 2024Q4: 20,045 shares; 2025Q1: 19,324 shares; 2025Q2: 18,113 shares; 2025Q3: 18,368 shares 18,368 $511K 0.01% +255 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,881 shares; 2025Q1: 2,442 shares; 2025Q2: 3,374 shares; 2025Q3: 4,095 shares 4,095 $511K 0.01% +721 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,296 shares; 2025Q1: 3,541 shares; 2025Q2: 4,907 shares; 2025Q3: 4,962 shares 4,962 $509K 0.01% +55 Timeline GDEN GOLDEN ENTMT INC More: the full row for GOLDEN ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,905 shares; 2024Q4: 22,068 shares; 2025Q1: 22,275 shares; 2025Q2: 22,458 shares; 2025Q3: 22,710 shares 22,710 $508K 0.01% +252 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 3,866 shares; 2025Q1: 4,576 shares; 2025Q2: 4,958 shares; 2025Q3: 5,112 shares 5,112 $507K 0.01% +154 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,463 shares; 2024Q4: 13,339 shares; 2025Q1: 10,329 shares; 2025Q2: 9,019 shares; 2025Q3: 8,773 shares 8,773 $506K 0.01% -246 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,115 shares; 2024Q4: 12,369 shares; 2025Q1: 16,176 shares; 2025Q2: 4,961 shares; 2025Q3: 5,074 shares 5,074 $505K 0.01% +113 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,393 shares; 2025Q3: 12,393 shares 12,393 $504K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,412 shares; 2025Q1: 2,825 shares; 2025Q2: 2,923 shares; 2025Q3: 2,861 shares 2,861 $502K 0.01% -62 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 2,029 shares; 2025Q1: 2,503 shares; 2025Q2: 2,320 shares; 2025Q3: 2,071 shares 2,071 $501K 0.01% -249 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,866 shares; 2024Q4: 75,866 shares; 2025Q1: 75,908 shares; 2025Q2: 75,866 shares; 2025Q3: 76,931 shares 76,931 $499K 0.01% +1,065 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 6,107 shares; 2025Q1: 5,695 shares; 2025Q2: 5,588 shares; 2025Q3: 6,689 shares 6,689 $498K 0.01% +1,101 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,430 shares; 2024Q4: 17,128 shares; 2025Q1: 9,535 shares; 2025Q2: 9,289 shares; 2025Q3: 10,634 shares 10,634 $498K 0.01% +1,345 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,933 shares 14,933 $498K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,954 shares; 2024Q4: 6,895 shares; 2025Q1: 7,584 shares; 2025Q2: 6,665 shares; 2025Q3: 7,138 shares 7,138 $497K 0.01% +473 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,045 shares; 2025Q1: 3,504 shares; 2025Q2: 2,684 shares; 2025Q3: 2,818 shares 2,818 $496K 0.01% +134 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,791 shares; 2024Q4: 7,520 shares; 2025Q1: 7,520 shares; 2025Q2: 9,022 shares; 2025Q3: 9,022 shares 9,022 $496K 0.01% 0 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,491 shares; 2024Q4: 22,503 shares; 2025Q1: 22,503 shares; 2025Q2: 21,741 shares; 2025Q3: 21,872 shares 21,872 $496K 0.01% +131 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,766 shares; 2024Q4: 2,562 shares; 2025Q1: 3,271 shares; 2025Q2: 3,242 shares; 2025Q3: 3,082 shares 3,082 $495K 0.01% -160 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,061 shares; 2025Q1: 1,228 shares; 2025Q2: 985 shares; 2025Q3: 884 shares 884 $494K 0.01% -101 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 5,032 shares; 2025Q1: 5,009 shares; 2025Q2: 4,156 shares; 2025Q3: 3,912 shares 3,912 $492K 0.01% -244 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,749 shares; 2025Q1: 1,519 shares; 2025Q2: 1,605 shares; 2025Q3: 891 shares 891 $491K 0.01% -714 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 3,195 shares; 2025Q1: 2,750 shares; 2025Q2: 2,575 shares; 2025Q3: 2,650 shares 2,650 $491K 0.01% +75 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,571 shares; 2025Q3: 12,571 shares 12,571 $490K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,865 shares; 2024Q4: 50,625 shares; 2025Q1: 6,016 shares; 2025Q2: 4,628 shares; 2025Q3: 4,348 shares 4,348 $488K 0.01% -280 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 6,814 shares; 2025Q1: 6,426 shares; 2025Q2: 3,262 shares; 2025Q3: 3,417 shares 3,417 $487K 0.01% +155 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 1,158 shares; 2025Q1: 1,127 shares; 2025Q2: 1,137 shares; 2025Q3: 1,080 shares 1,080 $486K 0.01% -57 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,648 shares; 2025Q1: 2,281 shares; 2025Q2: 5,039 shares; 2025Q3: 4,809 shares 4,809 $486K 0.01% -230 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,796 shares; 2025Q2: 21,804 shares; 2025Q3: 19,211 shares 19,211 $486K 0.01% -2,593 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 6,403 shares; 2025Q1: 5,881 shares; 2025Q2: 1,909 shares; 2025Q3: 1,778 shares 1,778 $485K 0.01% -131 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,780 shares 5,780 $484K 0.01% new Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,504 shares; 2024Q4: 16,213 shares; 2025Q1: 15,763 shares; 2025Q2: 15,763 shares; 2025Q3: 15,363 shares 15,363 $483K 0.01% -400 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,485 shares; 2025Q2: 2,646 shares; 2025Q3: 4,457 shares 4,457 $482K 0.01% +1,811 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 2,940 shares; 2025Q1: 2,940 shares; 2025Q2: 2,940 shares; 2025Q3: 5,148 shares 5,148 $480K 0.01% +2,208 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,665 shares; 2025Q2: 6,597 shares; 2025Q3: 6,325 shares 6,325 $478K 0.01% -272 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 10,923 shares; 2025Q1: 8,243 shares; 2025Q2: 8,558 shares; 2025Q3: 7,849 shares 7,849 $476K 0.01% -709 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,246 shares; 2025Q1: 4,422 shares; 2025Q2: 4,452 shares; 2025Q3: 4,528 shares 4,528 $476K 0.01% +76 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,699 shares; 2025Q3: 8,678 shares 8,678 $475K 0.01% -21 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 835 shares; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 804 shares 804 $474K 0.01% -355 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares 7,500 $473K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,946 shares; 2025Q1: 2,500 shares; 2025Q2: 2,541 shares; 2025Q3: 2,674 shares 2,674 $472K 0.01% +133 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,612 shares 16,612 $471K 0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,996 shares; 2025Q1: 6,447 shares; 2025Q2: 6,650 shares; 2025Q3: 5,845 shares 5,845 $470K 0.01% -805 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,351 shares; 2025Q2: 10,329 shares; 2025Q3: 10,079 shares 10,079 $469K 0.01% -250 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 11,795 shares; 2025Q1: 12,707 shares; 2025Q2: 12,642 shares; 2025Q3: 11,411 shares 11,411 $467K 0.01% -1,231 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,837 shares; 2025Q2: 5,243 shares; 2025Q3: 5,067 shares 5,067 $466K 0.01% -176 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 5,336 shares; 2025Q1: 5,339 shares; 2025Q2: 5,344 shares; 2025Q3: 5,347 shares 5,347 $466K 0.01% +3 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,768 shares; 2025Q1: 4,378 shares; 2025Q2: 4,516 shares; 2025Q3: 5,565 shares 5,565 $465K 0.01% +1,049 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,036 shares; 2024Q4: 10,052 shares; 2025Q1: 10,083 shares; 2025Q2: 10,229 shares; 2025Q3: 7,547 shares 7,547 $464K 0.01% -2,682 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,601 shares; 2025Q3: 14,898 shares 14,898 $463K 0.01% +6,297 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 527 shares; 2025Q1: 1,151 shares; 2025Q2: 1,195 shares; 2025Q3: 1,112 shares 1,112 $463K 0.01% -83 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,081 shares; 2025Q1: 1,662 shares; 2025Q2: 1,858 shares; 2025Q3: 2,541 shares 2,541 $462K 0.01% +683 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,260 shares; 2024Q4: 15,743 shares; 2025Q1: 15,661 shares; 2025Q2: 15,070 shares; 2025Q3: 14,126 shares 14,126 $462K 0.01% -944 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,239 shares; 2025Q2: 18,391 shares; 2025Q3: 6,561 shares 6,561 $460K 0.01% -11,830 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 5,257 shares; 2025Q1: 7,196 shares; 2025Q2: 5,804 shares; 2025Q3: 4,517 shares 4,517 $455K 0.01% -1,287 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,223 shares; 2024Q4: 10,291 shares; 2025Q1: 10,291 shares; 2025Q2: 12,391 shares; 2025Q3: 19,047 shares 19,047 $452K 0.01% +6,656 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,674 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,480 shares 6,480 $451K 0.01% new Timeline APRJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,096 shares 18,096 $448K 0.01% new Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,574 shares 7,574 $447K 0.01% new Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,051 shares; 2025Q3: 15,541 shares 15,541 $446K 0.01% -510 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,127 shares; 2024Q4: 26,007 shares; 2025Q1: 3,800 shares; 2025Q2: 3,743 shares; 2025Q3: 3,411 shares 3,411 $445K 0.01% -332 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,223 shares; 2024Q4: 15,009 shares; 2025Q1: 20,786 shares; 2025Q2: 5,876 shares; 2025Q3: 10,510 shares 10,510 $445K 0.01% +4,634 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,242 shares; 2024Q4: 10,242 shares; 2025Q1: 9,642 shares; 2025Q2: 9,642 shares; 2025Q3: 9,642 shares 9,642 $445K 0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,766 shares; 2025Q2: 10,959 shares; 2025Q3: 18,532 shares 18,532 $443K 0.01% +7,573 Timeline TMFM RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,796 shares; 2024Q4: 15,329 shares; 2025Q1: 17,663 shares; 2025Q2: 18,246 shares; 2025Q3: 17,709 shares 17,709 $441K 0.01% -537 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 4,127 shares; 2025Q1: 4,760 shares; 2025Q2: 4,866 shares; 2025Q3: 5,779 shares 5,779 $441K 0.01% +913 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 8,398 shares; 2025Q1: 9,350 shares; 2025Q2: 8,438 shares; 2025Q3: 8,178 shares 8,178 $440K 0.01% -260 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,913 shares; 2025Q2: 10,913 shares; 2025Q3: 10,898 shares 10,898 $439K 0.01% -15 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,237 shares; 2024Q4: 20,076 shares; 2025Q1: 20,076 shares; 2025Q2: 19,646 shares; 2025Q3: 18,061 shares 18,061 $439K 0.01% -1,585 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,997 shares; 2024Q4: 18,920 shares; 2025Q1: 20,910 shares; 2025Q2: 20,990 shares; 2025Q3: 19,710 shares 19,710 $438K 0.01% -1,280 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,960 shares 2,960 $437K 0.01% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 3,166 shares; 2025Q1: 2,681 shares; 2025Q2: 1,466 shares; 2025Q3: 2,481 shares 2,481 $436K 0.01% +1,015 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3,366 shares; 2025Q1: 3,423 shares; 2025Q2: 3,263 shares; 2025Q3: 3,176 shares 3,176 $434K 0.01% -87 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 854 shares; 2025Q1: 1,203 shares; 2025Q2: 1,154 shares; 2025Q3: 1,279 shares 1,279 $433K 0.01% +125 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,127 shares; 2024Q4: 34,944 shares; 2025Q1: 33,130 shares; 2025Q2: 29,336 shares; 2025Q3: 26,500 shares 26,500 $432K 0.01% -2,836 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 3,853 shares; 2025Q1: 3,636 shares; 2025Q2: 4,132 shares; 2025Q3: 3,622 shares 3,622 $432K 0.01% -510 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,796 shares 5,796 $432K 0.01% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,139 shares; 2024Q4: 4,696 shares; 2025Q1: 5,025 shares; 2025Q2: 5,175 shares; 2025Q3: 5,276 shares 5,276 $427K 0.01% +101 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,552 shares 18,552 $427K 0.01% new Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,703 shares 4,703 $426K 0.01% new Timeline HYDW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,878 shares; 2024Q4: 9,085 shares; 2025Q1: 9,016 shares; 2025Q2: 8,980 shares; 2025Q3: 8,981 shares 8,981 $425K 0.01% +1 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,032 shares; 2024Q4: 34,030 shares; 2025Q1: 20,744 shares; 2025Q2: 20,881 shares; 2025Q3: 19,938 shares 19,938 $425K 0.01% -943 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,411 shares; 2024Q4: 9,432 shares; 2025Q1: 9,461 shares; 2025Q2: 9,501 shares; 2025Q3: 9,253 shares 9,253 $425K 0.01% -248 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,967 shares; 2024Q4: 81,730 shares; 2025Q1: 42,677 shares; 2025Q2: 29,264 shares; 2025Q3: 27,810 shares 27,810 $424K 0.01% -1,454 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 1,230 shares; 2025Q1: 2,605 shares; 2025Q2: 2,698 shares; 2025Q3: 2,350 shares 2,350 $423K 0.01% -348 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,460 shares; 2024Q4: 23,536 shares; 2025Q1: 4,594 shares; 2025Q2: 4,299 shares; 2025Q3: 4,367 shares 4,367 $422K 0.01% +68 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,700 shares; 2024Q4: 56,333 shares; 2025Q1: 31,044 shares; 2025Q2: 24,952 shares; 2025Q3: 17,904 shares 17,904 $421K 0.01% -7,048 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,151 shares 18,151 $421K 0.01% new Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,370 shares; 2025Q3: 7,970 shares 7,970 $420K 0.01% -400 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,590 shares; 2024Q4: 9,594 shares; 2025Q1: 9,482 shares; 2025Q2: 9,250 shares; 2025Q3: 9,151 shares 9,151 $420K 0.01% -99 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,505 shares; 2025Q3: 6,147 shares 6,147 $419K 0.01% +2,642 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,715 shares; 2024Q4: 27,490 shares; 2025Q1: 27,490 shares; 2025Q2: 19,440 shares; 2025Q3: 19,440 shares 19,440 $419K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390 shares 390 $418K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,217 shares; 2025Q1: 1,134 shares; 2025Q2: 1,244 shares; 2025Q3: 1,273 shares 1,273 $416K 0.01% +29 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,614 shares 15,614 $414K 0.01% new Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,464 shares 12,464 $412K 0.01% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,598 shares; 2025Q1: 2,565 shares; 2025Q2: 2,614 shares; 2025Q3: 3,033 shares 3,033 $411K 0.01% +419 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 805 shares; 2025Q1: 1,112 shares; 2025Q2: 1,380 shares; 2025Q3: 1,401 shares 1,401 $409K 0.01% +21 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 2,060 shares; 2025Q1: 1,395 shares; 2025Q2: 1,653 shares; 2025Q3: 1,681 shares 1,681 $409K 0.01% +28 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 855 shares; 2025Q1: 900 shares; 2025Q2: 886 shares; 2025Q3: 1,138 shares 1,138 $409K 0.01% +252 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,205 shares; 2024Q4: 12,205 shares; 2025Q1: 12,205 shares; 2025Q2: 17,062 shares; 2025Q3: 24,294 shares 24,294 $409K 0.01% +7,232 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,517 shares; 2025Q1: 6,879 shares; 2025Q2: 7,155 shares; 2025Q3: 7,371 shares 7,371 $408K 0.01% +216 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 3,138 shares; 2025Q1: 2,843 shares; 2025Q2: 3,450 shares; 2025Q3: 4,177 shares 4,177 $404K 0.01% +727 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,431 shares; 2025Q1: 1,376 shares; 2025Q2: 1,570 shares; 2025Q3: 1,599 shares 1,599 $404K 0.01% +29 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 4,176 shares; 2025Q1: 4,606 shares; 2025Q2: 4,713 shares; 2025Q3: 4,943 shares 4,943 $404K 0.01% +230 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,457 shares; 2024Q4: 17,647 shares; 2025Q1: 19,470 shares; 2025Q2: 19,541 shares; 2025Q3: 15,660 shares 15,660 $404K 0.01% -3,881 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,242 shares; 2025Q2: 10,242 shares; 2025Q3: 10,242 shares 10,242 $403K 0.01% 0 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,908 shares 13,908 $400K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: not reported; 2025Q1: 1,538 shares; 2025Q2: 2,290 shares; 2025Q3: 1,956 shares 1,956 $399K 0.01% -334 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,155 shares; 2025Q2: 2,006 shares; 2025Q3: 1,958 shares 1,958 $398K 0.01% -48 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,214 shares 9,214 $397K 0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,761 shares; 2025Q1: 5,426 shares; 2025Q2: 13,350 shares; 2025Q3: 5,756 shares 5,756 $397K 0.01% -7,594 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,512 shares; 2024Q4: 7,853 shares; 2025Q1: 8,258 shares; 2025Q2: 8,245 shares; 2025Q3: 9,007 shares 9,007 $396K 0.01% +762 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,287 shares; 2025Q2: 2,974 shares; 2025Q3: 4,244 shares 4,244 $396K 0.01% +1,270 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,634 shares; 2025Q3: 2,756 shares 2,756 $395K 0.01% +122 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,842 shares 13,842 $394K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 2,331 shares; 2025Q1: 2,673 shares; 2025Q2: 2,029 shares; 2025Q3: 2,025 shares 2,025 $394K 0.01% -4 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 1,802 shares; 2025Q1: 1,942 shares; 2025Q2: 2,032 shares; 2025Q3: 1,347 shares 1,347 $393K 0.01% -685 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,575 shares; 2025Q2: 9,447 shares; 2025Q3: 8,638 shares 8,638 $392K 0.01% -809 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,080 shares; 2025Q1: 1,148 shares; 2025Q2: 1,223 shares; 2025Q3: 1,162 shares 1,162 $392K 0.01% -61 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,283 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 3,500 shares 3,500 $392K 0.01% +1,325 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,773 shares; 2024Q4: 13,773 shares; 2025Q1: 13,773 shares; 2025Q2: 12,174 shares; 2025Q3: 12,486 shares 12,486 $391K 0.01% +312 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,389 shares; 2024Q4: 14,220 shares; 2025Q1: 11,787 shares; 2025Q2: 10,164 shares; 2025Q3: 15,950 shares 15,950 $391K 0.01% +5,786 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,969 shares; 2025Q3: 1,947 shares 1,947 $390K 0.01% -1,022 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,300 shares; 2024Q4: 20,300 shares; 2025Q1: 19,800 shares; 2025Q2: 17,550 shares; 2025Q3: 17,550 shares 17,550 $389K 0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,424 shares; 2025Q3: 5,202 shares 5,202 $388K 0.01% +1,778 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 5,574 shares; 2025Q1: 5,219 shares; 2025Q2: 5,232 shares; 2025Q3: 5,246 shares 5,246 $386K 0.01% +14 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,929 shares; 2025Q1: 7,776 shares; 2025Q2: 7,764 shares; 2025Q3: 7,724 shares 7,724 $386K 0.01% -40 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: 849 shares 849 $385K 0.01% +270 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,870 shares; 2025Q1: 3,223 shares; 2025Q2: 3,036 shares; 2025Q3: 2,624 shares 2,624 $384K 0.01% -412 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 9,801 shares; 2025Q1: 11,851 shares; 2025Q2: 11,851 shares; 2025Q3: 11,851 shares 11,851 $383K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 1,980 shares; 2025Q1: 2,220 shares; 2025Q2: 2,001 shares; 2025Q3: 1,681 shares 1,681 $383K 0.01% -320 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 5,123 shares; 2025Q1: 5,129 shares; 2025Q2: 5,080 shares; 2025Q3: 5,249 shares 5,249 $381K 0.01% +169 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,334 shares; 2025Q2: 9,334 shares; 2025Q3: 9,334 shares 9,334 $381K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 5,040 shares; 2025Q1: 3,570 shares; 2025Q2: 3,526 shares; 2025Q3: 4,836 shares 4,836 $380K 0.01% +1,310 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,132 shares; 2025Q1: 2,147 shares; 2025Q2: 2,419 shares; 2025Q3: 2,652 shares 2,652 $378K 0.01% +233 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 9,957 shares; 2025Q1: 10,069 shares; 2025Q2: 5,004 shares; 2025Q3: 6,598 shares 6,598 $378K 0.01% +1,594 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,120 shares; 2024Q4: 16,867 shares; 2025Q1: 16,659 shares; 2025Q2: 15,898 shares; 2025Q3: 15,498 shares 15,498 $378K 0.01% -400 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,030 shares; 2024Q4: 21,846 shares; 2025Q1: 22,210 shares; 2025Q2: 22,081 shares; 2025Q3: 16,057 shares 16,057 $376K 0.01% -6,024 Timeline AIFD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,290 shares; 2025Q3: 10,170 shares 10,170 $371K 0.01% +1,880 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,885 shares; 2025Q1: 3,717 shares; 2025Q2: 4,482 shares; 2025Q3: 4,687 shares 4,687 $369K 0.01% +205 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 3,267 shares; 2025Q1: not reported; 2025Q2: 9,138 shares; 2025Q3: 9,082 shares 9,082 $368K 0.01% -56 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,830 shares; 2025Q1: 3,083 shares; 2025Q2: 2,302 shares; 2025Q3: 2,029 shares 2,029 $368K 0.01% -273 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,765 shares; 2025Q1: 9,765 shares; 2025Q2: 9,765 shares; 2025Q3: 13,855 shares 13,855 $368K 0.01% +4,090 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,258 shares; 2025Q3: 4,222 shares 4,222 $367K 0.01% -36 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,779 shares; 2024Q4: 25,192 shares; 2025Q1: 21,797 shares; 2025Q2: 19,572 shares; 2025Q3: 17,291 shares 17,291 $367K 0.01% -2,281 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,671 shares 10,671 $366K 0.01% new Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,213 shares; 2025Q3: 15,213 shares 15,213 $364K 0.01% 0 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,486 shares 16,486 $363K 0.01% new Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,679 shares; 2024Q4: 12,938 shares; 2025Q1: 12,886 shares; 2025Q2: 13,148 shares; 2025Q3: 12,991 shares 12,991 $362K 0.01% -157 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,129 shares; 2025Q1: 1,230 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares 1,138 $361K 0.01% 0 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,621 shares 10,621 $361K 0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 642 shares; 2025Q1: 1,020 shares; 2025Q2: 936 shares; 2025Q3: 891 shares 891 $359K 0.01% -45 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,508 shares; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 1,923 shares 1,923 $357K 0.01% +416 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,544 shares; 2025Q3: 3,724 shares 3,724 $356K 0.01% +180 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,317 shares; 2024Q4: 99,333 shares; 2025Q1: 99,333 shares; 2025Q2: 99,333 shares; 2025Q3: 49,955 shares 49,955 $356K 0.01% -49,378 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 10,075 shares; 2025Q1: 7,815 shares; 2025Q2: 7,154 shares; 2025Q3: 7,184 shares 7,184 $356K 0.01% +30 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,886 shares; 2024Q4: 18,570 shares; 2025Q1: 25,811 shares; 2025Q2: 11,590 shares; 2025Q3: 12,750 shares 12,750 $355K 0.01% +1,160 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 11,408 shares; 2025Q1: 11,936 shares; 2025Q2: 7,580 shares; 2025Q3: 5,629 shares 5,629 $355K 0.01% -1,951 Timeline